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Atria Investments’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Atria Investments’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11M Sell
12,466
-1,979
-14% -$180K 0.01% 998
2025
Q4 		$1.27M Sell
14,445
-8,070
-36% -$705K 0.01% 944
2025
Q3 		$1.96M Buy
22,515
+800
+4% +$67.7K 0.02% 729
2025
Q2 		$1.78M Buy
21,715
+9
+0% +$703 0.02% 774
2025
Q1 		$1.72M Sell
21,706
-493
-2% -$39.3K 0.02% 766
2024
Q4 		$1.73M Sell
22,199
-511
-2% -$40.7K 0.02% 740
2024
Q3 		$1.78M Sell
22,710
-148
-0.6% -$11.2K 0.02% 707
2024
Q2 		$1.66M Buy
22,858
+1,033
+5% +$73.5K 0.02% 715
2024
Q1 		$1.58M Sell
21,825
-128
-0.6% -$8.79K 0.02% 753
2023
Q4 		$1.46M Buy
21,953
+16
+0.1% +$1K 0.02% 728
2023
Q3 		$1.35M Sell
21,937
-1,418
-6% -$90.5K 0.02% 718
2023
Q2 		$1.49M Sell
23,355
-2,588
-10% -$161K 0.03% 669
2023
Q1 		$1.6M Buy
25,943
+1,094
+4% +$67.9K 0.03% 619
2022
Q4 		$1.54M Buy
24,849
+42
+0.2% +$2.56K 0.03% 606
2022
Q3 		$1.37M Sell
24,807
-4,071
-14% -$247K 0.03% 610
2022
Q2 		$1.71M Buy
28,878
+991
+4% +$62.3K 0.04% 554
2022
Q1 		$1.83M Sell
27,887
-395
-1% -$25.6K 0.03% 607
2021
Q4 		$1.87M Sell
28,282
-2,144
-7% -$136K 0.03% 591
2021
Q3 		$1.81M Sell
30,426
-86
-0.3% -$5.3K 0.03% 566
2021
Q2 		$1.84M Sell
30,512
-220
-0.7% -$13.1K 0.04% 533
2021
Q1 		$1.76M Buy
30,732
+4,032
+15% +$222K 0.04% 494
2020
Q4 		$1.44M Buy
+26,700
New +$1.37M 0.03% 532
2016
Q2 		– Sell
-9,270
Closed -$340K – 476
2016
Q1 		$340K Buy
+9,270
New +$322K 0.04% 339
2014
Q2 		– Sell
-14,520
Closed -$491K – 428
2014
Q1 		$491K Sell
14,520
-82,486
-85% -$2.71M 0.05% 291
2013
Q4 		$3.23M Buy
97,006
+288
+0.3% +$9.26K 0.32% 52
2013
Q3 		$2.96M Sell
96,718
-8,956
-8% -$276K 0.31% 57
2013
Q2 		$3.16M Buy
+105,674
New +$3.19M 0.38% 48

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Atria Investments's DLN Position: Q1 2026 in Review

Atria Investments reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 14% in Q1 2026, selling an estimated $180K and leaving 12,466 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #998.

Atria Investments first reported a position in DLN in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.23M in Q4 2013. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Atria Investments held 12,466 shares of WisdomTree US LargeCap Dividend Fund worth $1.11M as of Q1 2026.
  • Atria Investments sold 1,979 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $180K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Atria Investments's portfolio in Q1 2026, its #998 holding.
  • Atria Investments first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 27 quarters since.
  • Atria Investments's WisdomTree US LargeCap Dividend Fund position peaked at $3.23M in Q4 2013.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.